Our team of Advisors assists generations of clients with the goal of preserving, building, and managing their wealth. We are uniquely positioned to offer tax savings advice and asset preservation strategies.
Louisville, KY (PRWEB) November 20, 2013
Meritrust Wealth Management released a new video describing its business and best practices on financial management recently. The video is meant to describe the business and industry best practices for Financial Advisor Louisville KY and Financial Planner Louisville KY.
Unlike many national banks and wirehouses, Meritrust Wealth Management is truly independent and they strive for investment strategies that fit client needs, not fill a sales quota.
Think of any successful business, one like Apple or even a small privately held company. They all have one thing in common, they have Business Plans. Those plans have forecasts and those forecasts are measured against actual results. Adjustments are made to reflect different economic conditions, changes in forecasts etc.
Meritrust Wealth Management has a team of advisors that assists generations of clients to help protect, build, and manage their wealth. They are uniquely positioned to offer tax savings advice and asset protection strategies.
Meritrust Wealth Management's list of services with short descriptions includes:
Family Office Solutions
Investment Planning for Individuals
Retirement Income Planning
Company Retirement Plans
College Education Funding
Life & Health Insurance
Long Term Care Insurance
Disability Income Insurance
Call Brian Ramsey and Meritrust Wealth Management at phone number (502) 542 - 6840 or visit their website at http://www.brianwramsey.com to know more on their services online.